Zhi Tong Cai Jing·2025-09-18 01:40Core Viewpoint - Baidu Group's stock price increased by 3.05% following the announcement that Kunlun Chip Technology won a significant procurement project with China Mobile, indicating a positive market reaction to the company's advancements in AI chip technology [1] Group 1: Company Developments - Kunlun Chip Technology secured a multi-billion yuan order from China Mobile for AI general-purpose computing devices, marking a significant expansion of its application scenarios beyond internal use by tech companies to telecommunications [1] - The company achieved a 70% market share in two of the three bidding packages and a 100% share in the third package for the AI server products based on Kunlun chips [1] - Kunlun Chip Technology, previously part of Baidu's smart chip and architecture department, has successfully completed the mass production and application of two generations of general-purpose AI chip series [1] Group 2: Technological Advancements - Baidu's AI training efficiency and energy efficiency have reached near-international advanced levels, as demonstrated by the large-scale cluster based on the "Kunlun P800" accelerator card being used in the training of the new version of Wenxin Yiyan [1]